September 7, 2017

A Look at Income Inequality with a Parabolic Stock Market

Our letter this week is going to take more of an informational tidbit tone. We feel the markets as of late have been driven by late summer vacations,...

August 30, 2017

Broken Record

Another Jackson Hole Symposium has come and gone. We are still in utter disbelief how many investors pin their hopes on actually learning something...

August 24, 2017

Sacrificing Civility for Instability

This past week saw the release of the FOMC Minutes. Nothing new to report here, just the typical Fed speak and jargon we have come to expect month in...

August 15, 2017

Between a Rock and a Hard Place

Last Friday saw the release of the US CPI report. It rose a paltry 0.1% mom, with yoy growth dropping to a meager 1.7%. The bond market saw this as a...

August 2, 2017

The Trends Roll On

As we count down the remaining weeks of summer, we hope you enjoyed a bit of a reprieve from these markets. We hope you found some time to break away...

July 26, 2017

Summer Doldrums

As we labor along these summer trading days, awash in great anticipation of the next FED policy move, we can't help but bring to light some of the...

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